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Disclosery

DOL WISDOMTREE TR

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TRUE DEV INTL FD (fund)

91 managers (92 13F filers) reported a position in DOL shares at 2025-03-31, 6,819,174 shares in all. 7 filers opened a position and 10 filers sold out during the quarter.

Managers
91
13F filers
92
New
7
Added
30
Reduced
32
Sold out
10
Shares held by filers
6,819,174

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Creative Planningin group Creative Planning2,694,168$148M0.14%-28,77713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY692,896$38.2M<0.01%+65,36713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO360,082$19.8M<0.01%+3,57613F-HRTimelineGroup
BIP Wealth, LLC324,086$17.8M1.16%+3,72113F-HRTimeline
Key Financial Inc304,163$16.8M3.64%+7,24613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA270,829$14.9M<0.01%+6,79113F-HR/ATimelineGroup
Cascade Financial Partners, LLC216,164$11.9M1.5%+16,17813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/186,521$10.3M<0.01%+16,08213F-HRTimelineGroup
LPL Financial LLC184,726$10.2M<0.01%-20,95813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp150,828$8.31M0.03%+2,54713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC121,840$6.71M0.01%-4,13113F-HRTimeline
Avidian Wealth Enterprises, LLC118,207$6.51M0.29%+5113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…115,248$6.35M0.01%+8,32813F-HRTimelineGroup
Evernest Financial Advisors, LLC86,570$4.77M1.71%-2,55013F-HRTimeline
Powers Advisory Group, LLC81,787$4.5M2.15%-1,09813F-HRTimeline
MML INVESTORS SERVICES, LLC63,329$3.49M0.01%-5,86113F-HRTimeline
UBS Group AGin group UBS Group AG62,535$3.44M<0.01%+5,05413F-HRTimelineGroup
Cetera Investment Advisers54,700$3.01M0.01%-35,51913F-HRTimeline
CW Advisors, LLC54,380$2.99M0.04%-8,04913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN46,681$2.57M<0.01%-2,14613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…45,118$2.48M0.01%-2,61713F-HRTimelineGroup
Gladstone Institutional Advisory LLC44,340$2.44M0.11%+2,91613F-HRTimeline
Mariner, LLCin group Mariner, LLC40,011$2.2M<0.01%-8,79213F-HRTimelineGroup
Atria Investments, Inc36,706$2.02M0.03%+4,35113F-HRTimeline
CWM, LLCin group CWM, LLC33,065$1.82M0.01%+32,47813F-HRTimelineGroup
Waverly Advisors, LLC32,677$1.8M0.02%-1,69713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,459$1.79M<0.01%+83913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC31,840$1.75M0.01%+10,40913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,862$1.42M<0.01%-4,80513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,816$1.15M<0.01%+4,92313F-HR/ATimelineGroup
Altrius Capital Management Inc17,487$963K0.23%+30613F-HRTimeline
Cambridge Investment Research Advisors,…13,887$765K<0.01%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding13,361$736K+1,399Timeline
HOWE & RUSLING INC12,777$704K0.06%+39213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,751$702K<0.01%-42613F-HRTimelineGroup
Institute for Wealth Management, LLC.11,677$643K0.08%-4513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,627$640K<0.01%-16013F-HRTimelineGroup
Evanson Asset Management, LLC11,545$636K0.05%+1313F-HRTimeline
CoreCap Advisors, LLC10,557$581K0.03%-27913F-HRTimeline
Stonebridge Financial Group, LLC9,593$528K0.06%-14313F-HRTimeline
GTS SECURITIES LLC9,101$501K0.02%new13F-HRTimeline
HighTower Advisors, LLC9,031$497K<0.01%-2,35813F-HRTimeline
COMERICA BANK8,454$466K<0.01%-1813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,774$428K<0.01%-34013F-HRTimelineGroup
Meridian Financial Partners LLC7,686$423K0.21%-21913F-HRTimeline
IFG Advisory, LLC6,978$384K0.02%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,716$370K<0.01%013F-HRTimelineGroup
PBMares Wealth Management LLC6,214$342K0.07%+1813F-HRTimeline
VANCE WEALTH, LLC6,150$339K0.13%013F-HRTimeline
MCF Advisors LLC5,885$324K0.02%013F-HRTimeline
FLOW TRADERS U.S. LLC5,721$315K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC5,051$278K0.02%+513F-HRTimeline
Advyzon Investment Management, LLC4,882$269K0.1%+5913F-HRTimeline
JNBA Financial Advisors4,806$265K0.03%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,806$265K<0.01%-12313F-HRTimelineGroup
Chicago Partners Investment Group LLC4,512$261K0.01%-10613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,488$247K0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,459$247K<0.01%+2,38213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,326$238K<0.01%-65813F-HRTimelineGroup
Clearstead Advisors, LLC4,243$234K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC4,230$233K0.18%013F-HRTimeline
Geneos Wealth Management Inc.4,001$220K<0.01%+29313F-HRTimeline
Herold Advisors, Inc.3,981$219K0.05%-30013F-HRTimeline
Hubbell Strickland Wealth Management, L…3,934$217K0.1%new13F-HRTimeline
SOA Wealth Advisors, LLC.3,340$184K0.04%-23213F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,357$130K0.01%+1013F-HRTimeline
Newton One Investments LLC2,342$129K0.05%013F-HRTimeline
Farther Finance Advisors, LLC2,203$122K<0.01%new13F-HRTimeline
LRI Investments, LLC2,085$115K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,606$88.5K<0.01%-32413F-HRTimelineGroup
Blue Trust, Inc.1,377$75.8K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC950$52.3K<0.01%013F-HRTimeline
NorthRock Partners, LLC940$51.8K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC912$50.2K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC870$47.9K0.01%-1113F-HRTimeline
IFP Advisors, Inc758$41.7K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC720$39.6K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…690$38K<0.01%-23113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC546$30.1K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC425$23.4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC417$23K<0.01%013F-HRTimeline
FSA Wealth Management LLC400$22K0.01%013F-HRTimeline
Noble Wealth Management PBC225$12.4K0.01%013F-HRTimeline
Founders Financial Alliance, LLC214$11.8K<0.01%+8213F-HRTimeline
BLAIR WILLIAM & CO/IL179$9.86K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC106$5.84K<0.01%new13F-HRTimelineGroup
TSFG, LLC88$5K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc76$4.17K<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC21$1.16K<0.01%013F-HR/ATimeline
Steward Partners Investment Advisory, L…2$110<0.01%-1,24113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-21013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.